Rocketlane Admin Training: Automate project workflows with Forms
Here's a sneak peek:
Efficiency Hacks: Dive into how forms can supercharge your workflow, adapting to your unique business needs—gathering project requirements, collecting updates, or tracking bugs.
Automation Magic: Witness the magic as form responses seamlessly automate project and task creation, add context to tasks, and prep your team to ace success for your clients.
Customer Love: Uncover the charm of forms in gathering feedback and insights, crafting a path to enhanced customer satisfaction and loyalty.
Timestamps:
00:00 Introduction
01:00 Current state of hand-offs, feedback and governance
03:32 Transform project workflows with Rocketlane
05:05 Training Path
05:37 How to build forms
12:15 Creating projects from CRM
13:08 Adding forms to templates
15:09 Automatically import project plan based on form responses
20:35 Track issues in projects using forms
21:40 Automate task creation on form submission
24:05 Create a JIRA issue for and sync data between third parties
24:30 Sync data between JIRA and third parties
25:29 Post-onboarding hand-off flow
26:21 Automate hyper-care phase on submission of post-onboarding checklist
28:59 Customize CSAT forms for customers
31:55 Set up governance forms and raid logs and much more
34:20 Self learn Rocketlane with Academy